Strategic Resources
Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, [[NAME]] works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
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Through Eagle Strategies, [[NAME]] provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
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Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.
[[ Name ]] and [[his/her]] fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 compay and one of the largest mutual life insurance companies in the United States.
The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means [[DBA/ Agent]] can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
NYL Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYL Investments to have a unique advantage and therefore allows [[ Name ]] to offer the best investment knowledge to their clients.
Crump® is a third party unaffiliated insurance brokerage general agency. They provide [[ Name ]] the ability to sell life insurance, long-term care insurance, disability income and annuities outside of New York Life. [[ Name ]]'s relationship with Crump® enhances our mission of creating solutions that work best for our clients.
Nautilus Plus is a highly selective, elite group of skilled professionals that is limited to approximately the top 30 members of The Nautilus Group®, those who are among the most accomplished in the industry. Membership is by invitation only, and [[ Name ]] is proud to be a current member. Nautilus Plus members have exclusive and unmatched access to a team of experienced Nautilus Group professionals who provide value added, client-focused services, consultation, and support to the members as they serve their clients. Nautilus Plus members work in tandem with the dedicated Nautilus Plus staff to provide informed choices and innovative solutions for their clients.